Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFIC)

598 + Investors. Track Smart Money conviction in DFIC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +48
Streak
11Q ▲
Buyers last Q
66%

Smart Money Signals — DFIC

Based on 602 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added DFIC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
602 hedge funds hold DFIC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q
+173 new funds entered over the past year (+40% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 66% buying

383 buying196 selling
Last quarter: 383 funds were net buyers (82 opened a brand new position + 301 added to an existing one). Only 196 were sellers (162 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 59 → 47 → 101 → 82. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 31% medium ■ 28% new
243 out of 602 hedge funds have held DFIC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

50 → 59 → 47 → 101 → 82 new funds/Q
New funds entering each quarter: 59 → 47 → 101 → 82. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 40% of holders stayed 2+ years

■ 40% veterans ■ 22% 1-2yr ■ 38% new
Of 602 current holders: 241 (40%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
23 of 602 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DFIC

In 2026 Q1, 383 hedge funds were net buyers of DFIC (82 opened a new position, 301 added to an existing one), while 196 reduced or exited (162 trimmed, 34 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +48 funds (more new holders than closures). Total institutional holders: 602.

Hedge Fund Ownership: DFIC

How many hedge funds hold DFIC — quarterly history vs. share price
Quarterly hedge fund ownership of DFIC vs. share price

Market Analysis: DFIC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFIC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Dimensional ETF Trust (DFIC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DFIC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
DFIC
+8.3%
SPY
+15.9%

DFIC outperformed SPY by -7.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
DFIC
+2.9%
SPY
+2.0%

Since the filing became public, DFIC outperformed SPY by +0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

13 top-rated funds 103 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
6.1
/ 10
conviction
Hedge Fund Positioning: DFIC
598 + Investors

Track Smart Money conviction in DFIC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 598 554 7.94%
13F Shares 301M 289M 4.47%
Total Value $10.30B $9.94B 3.63%
New Positions 82 101 -19
Increased Positions 299 276 +23
Closed Positions 38 30 +8
Reduced Positions 161 129 +32
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFIC

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Institutional Holders (2026 Q1)

598 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFIC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DFIC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Miramar Fiduciary Corp 55.80% 1,915,823 $68.1M
2 Capstone Capital LLC 24.12% 1,054,038 $37.4M
3 Aspen Capital Management, LLC 20.02% 2,275,858 $80.9M
4 Tencap Wealth Coaching, LLC 19.56% 1,461,824 $52.0M
5 Tassel Capital Management, Inc. 18.72% 970,099 $34.5M
6 Verisail Partners, LLC 18.18% 1,261,255 $44.8M
7 New Dimensions Wealth Management, LLC 18.03% 596,488 $21.2M
8 Syverson Strege & Co 17.35% 2,029,733 $72.1M
9 SwitchPoint Financial Planning, LLC 16.94% 703,061 $25.0M
10 Kooman & Associates 16.64% 1,570,653 $55.8M
11 Cannon Financial Strategists, Inc. 16.14% 3,455,475 $122.8M
12 Rachor Investment Advisory Services, LLC 14.94% 800,249 $28.4M
13 Leading Edge Financial Planning LLC 14.63% 1,956,559 $69.5M
14 RW Investment Management LLC 14.56% 4,234,459 $150.5M
15 BCU Wealth Advisors, LLC 14.21% 1,073,062 $38.1M
16 Eaton-Cambridge Inc. 14.16% 1,273,246 $45.2M
17 Vannoy Advisory Group, Inc. 13.91% 618,312 $22.0M
18 WPWealth LLP 13.68% 2,519,087 $89.5M
19 Your Advocates Ltd., LLP 13.55% 1,250,586 $44.4M
20 Henrickson Nauta Wealth Advisors, Inc. 13.37% 1,341,057 $47.6M
21 Alpha Financial Advisors, LLC 12.63% 1,159,923 $41.2M
22 Rather & Kittrell, Inc. 12.40% 2,260,897 $80.3M
23 Acorn Creek Capital LLC 11.42% 900,526 $32.0M
24 Awm Capital, LLC 11.30% 3,515,056 $124.9M
25 Pillar Financial Advisors, LLC 11.26% 542,085 $19.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Dimensional ETF Trust (DFIC)

What does the Smart Money Trend signal show for DFIC?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DFIC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DFIC?

More buyers than sellers — 66% buying: Last quarter: 383 funds were net buyers (82 opened a brand new position + 301 added to an existing one). Only 196 were sellers (162 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFIC holders?

Smaller funds dominant — 5% AUM from top-100: 23 of 602 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFIC?

40% of holders stayed for 2+ years: 243 out of 602 hedge funds have held DFIC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Dimensional ETF Trust (DFIC) following the 2026 Q1 hedge fund 13F filings?

As of today, DFIC has moved +2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), DFIC has gained +8.3% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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